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Investment Advice

Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage

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    Capabilities

    Capabilities
    Goal Based Advisory
    Defining goals, simulating investment scenarios, generating investment proposals supported by what-if simulations and sharing through web collaboration

    Eximius Six

    Capabilities
    Client Portfolio Optimisation
    Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers

    Eximius Six

    Capabilities
    Client Risk Profiling
    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Eximius Six

    Capabilities
    Client Reporting
    Overview of portfolio performance, risk, asset allocations, holdings and transaction details

    Eximius Six

    Capabilities
    Advisor Analytics
    Advisor alterts and KPI monitoring with detailed information and drill down dashboard view

    Eximius Six

    Capabilities
    Capabilities
    Investment Advice Goal Based Advisory Goal Based Advisory Client Portfolio Optimisation Client Portfolio Optimisation
    Client Risk Profiling Client Risk Profiling Client Reporting Client Reporting
    Investment Advice Advisor Analytics Advisor Analytics none none
    Placeholder none none

    Investment Advice

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage

      Please send me notifications, I agree with your Privacy Policy & Terms of Use

      Capabilities

      Goal Based Advisory

      Defining goals, simulating investment scenarios, generating investment proposal supported by what-if simulations and sharing through web collaboration

      Client Portfolio Optimisation

      Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers

      Client Risk Profiling

      Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

      Client Reporting

      Overview of portfolio performance, risk, asset allocations, holdings and transaction details

      Advisor Analytics

      Advisor alterts and KPI monitoring with detailed information and drill down dashboard view